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WFG Advisors’s Targa Resources TRGP Stock Holding History

WFG Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$50K Sell
1,097
-319
-23% -$16.1K 0.01% 699
2017
Q1 		$85K Sell
1,416
-127
-8% -$7.38K 0.02% 529
2016
Q4 		$87K Sell
1,543
-655
-30% -$33.1K 0.02% 566
2016
Q3 		$108K Sell
2,198
-10
-0.5% -$434 0.03% 497
2016
Q2 		$93K Buy
2,208
+39
+2% +$1.53K 0.02% 516
2016
Q1 		$65K Buy
+2,169
New +$51.7K 0.02% 593

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

WFG Advisors's TRGP Position: Q2 2017 in Review

WFG Advisors reduced its Targa Resources (TRGP) stake by 23% in Q2 2017, selling an estimated $16.1K and leaving 1,097 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #699.

WFG Advisors first reported a position in TRGP in Q1 2016 and has held it in 6 quarters since. The position peaked at $108K in Q3 2016. 422 funds tracked by Wall St. Rank hold TRGP as of Q2 2017.

  • WFG Advisors held 1,097 shares of Targa Resources worth $50K as of Q2 2017.
  • WFG Advisors sold 319 Targa Resources shares in Q2 2017, an estimated $16.1K.
  • Targa Resources made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #699 holding.
  • WFG Advisors first reported a position in Targa Resources in Q1 2016 and has held it in 6 quarters since.
  • WFG Advisors's Targa Resources position peaked at $108K in Q3 2016.
  • 422 funds tracked by Wall St. Rank held Targa Resources as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.